Robert Andjelic has been bearish more often than not for three years. In January, he stood in front of a packed room and called a capital squeeze. This time he came back fired up about something different: three converging forces he believes put Canada in the strongest agricultural position in a generation.
What follows is Robert defending three years of public predictions, line by line, before laying out the new one.
Topics and Timestamps
0:00 -- Dan opens. Robert's backstory: escaping Croatia as a boy, building a...
Robert Andjelic has been bearish more often than not for three years. In January, he stood in front of a packed room and called a capital squeeze. This time he came back fired up about something different: three converging forces he believes put Canada in the strongest agricultural position in a generation.
What follows is Robert defending three years of public predictions, line by line, before laying out the new one.
Topics and Timestamps
0:00 -- Dan opens. Robert's backstory: escaping Croatia as a boy, building a commercial real estate empire, the Saskatchewan land bet that started at $400 an acre
5:00 -- Audience poll: who's bullish, neutral, or bearish right now
8:00 -- Why farmer suicide rates stay high even when the numbers look good
12:00 -- The fall 2023 call to lock in farm debt, revisited
18:00 -- Mark to market: the Saskatchewan farmland call, three years of FCC data
21:00 -- Why Robert owns zero acres of farmland in the United States
23:00 -- The eight early signs of credit tightening, in order
30:00 -- What a major operator's financial trouble this year means for the rest of the industry
41:00 -- Rent versus buy: the framework Robert actually uses on his own land
45:00 -- Why the smaller rural towns keep shrinking
52:00 -- Why Canada is technically in a recession as of mid-2026
59:00 -- The Hormuz oil shock compared to the 1979-81 shock
1:04:00 -- How the live audience rated Robert's three-year track record
1:06:00 -- The cattle herd rebuild that's still years from equilibrium
1:10:00 -- The bullish thesis: the Strait of Hormuz, a developing super El Nino, and the aquifers running dry
1:13:00 -- Robert's probability breakdown for an agricultural super cycle, 2026 to 2028
1:20:00 -- Why Robert doesn't trust AI to predict what happens next
1:21:00 -- Inside the Strait of Hormuz: vessels waiting, insurers pulling back, years to rebuild
1:29:00 -- Closing: investing by the numbers, not the narrative
Resources Mentioned
FCC Farmland Values Report -- cultivated land value data cited for Saskatchewan, Manitoba, and Alberta
NOAA El Nino Watch, issued May 14, 2026
Reuters reporting on Strait of Hormuz vessel traffic and tanker movement
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Canada's largest private farmland owner, 450,000+ acres across Western Canada
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